StockScan > Holders > Creative Planning

Creative Planning's Portfolio and 13F Filing

Value: $51.02B
Website:
CIK: 0001540235
Phone: 913-356-5504
Address: 5454 W.110th Street, Overland Park, KS (66211)
Latest 13F Filing:
Creative Planning's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
161 Automatic Data Processing, Inc. ADP $244.96 62,071

85,593

up arrow 23,522

$20,966,861 0.04%
162 PIMCO Enhanced Short Maturity A MINT $100.44 148,724

205,719

up arrow 56,995

$20,662,416 0.04%
163 Altria Group, Inc. MO $44.70 447,063

459,319

up arrow 12,256

$20,531,559 0.04%
164 Thermo Fisher Scientific Inc TMO $568.00 29,528

35,760

up arrow 6,232

$20,311,680 0.04%
165 Schwab Intermediate-Term U.S. T SCHR $48.83 11,198

413,168

up arrow 401,970

$20,174,993 0.04%
166 Vanguard International High Div VYMI $68.81 49,322

288,684

up arrow 239,362

$19,864,346 0.04%
167 American Express Company AXP $228.27 78,303

86,443

up arrow 8,140

$19,732,344 0.04%
168 Schwab US Aggregate Bond ETF SCHZ $45.80 388,712

427,222

up arrow 38,510

$19,566,768 0.04%
169 Corbus Pharmaceuticals Holdings CRBP $44.21 213,324

439,024

up arrow 225,700

$19,409,251 0.04%
170 Deere & Company DE $379.22 46,249

49,846

up arrow 3,597

$18,902,600 0.04%
171 Southern Company (The) SO $77.68 207,503

238,859

up arrow 31,356

$18,554,567 0.04%
172 Schwab U.S. Broad Market ETF SCHB $63.08 250,374

293,704

up arrow 43,330

$18,526,848 0.04%
173 SPDR S&P International SmallCap GWX $31.94 600,170

576,927

up arrow -23,243

$18,427,048 0.04%
174 Simon Property Group, Inc. SPG $147.67 78,519

124,766

up arrow 46,247

$18,424,195 0.04%
175 iShares MSCI USA Small-Cap ESG Optimized ETF ESML $38.17 353,046

481,076

up arrow 128,030

$18,362,671 0.04%
176 Eaton Corporation, PLC Ordinary ETN $325.33 38,416

56,089

up arrow 17,673

$18,247,434 0.04%
177 Waste Management, Inc. WM $206.38 83,573

87,090

up arrow 3,517

$17,973,634 0.04%
178 iShares S&P Mid-Cap 400 Growth IJK $88.17 17,745

200,614

up arrow 182,869

$17,688,136 0.03%
179 iShares U.S. Technology ETF IYW $152.76 24,203

114,752

up arrow 90,549

$17,529,516 0.03%
180 Illinois Tool Works Inc. ITW $238.95 73,503

73,285

up arrow -218

$17,511,451 0.03%